Details Of Top 25 Reports In Shop Mgmt

vAccounts Receivable Aging Detail – Accounting ReportProvides a detailed listing of all invoices with outstanding balances including any applied payments. Broken out by 30, 60 & 60+ day increments.Sorted and totaled by customer.

vAccounts Receivable Aging Summary – Accounting Report

Provides a listing of all outstanding balances sorted and totaled by customer without the invoice and customer details provided inthe Aging Detail report.Broken out by 30, 60 & 60+ day increments.

Able to sort by Name, Company, Customer ID or All.

vBalance Due Statements – Accounting Report

Provides an itemization of unpaid invoices, with subtotals for Parts and Labor for each customer. Also provided is a summary of Past Due and Total Due.Suitable for customer mailings.

vBalance Due – Accounting Report

Provides the Balance Due, Year to Date purchases, and Life Total purchases for each customer.Typically used as a tool to determine who owes you money at any given time.

vPosted Orders – Accounting Report

Provides detailed information on the components of cost (Parts, Labor, Tax, etc.) on orders that were posted during a specified time frame.Note that any Sublet figures will be included in Labor and the Charge Sales figure is a historical item indicating amount charged at time of posting.

vSales/Receipts Summary – Accounting Report

A summary of payments whether taken On Invoice, On Account or On Deposit.Report includes Posted Order Sales of Parts, Cores, Labor,Sublet Items, Shop Supplies, Hazardous Materials and taxable items.

Note that the Totals are based on all invoices posted during selected timerange and is NOT an overall summary of your shop’s outstanding balances due.

Provides thesame information as the Cash Receipt report with payments broken down by category or payment method.

vBusiness Summary Report – Management Report

Provides a single, concise report of key performance indicators for your shop including Gross Sales, Average $ per R.O., Total R.O.’s, Parts & Labor Sales, Parts/Labor Ratio and Technicians Labor to Gross Sales Ratio.This report is often used to determine the efficiency of a shop’s service technicians.Are they billing accurately.Also a nice report to quickly see the dollars being billed out versus being taken in over aspecified time period.

vRevenue By GL Code – Accounting Report

Provides a detailed breakdown of all sales revenue by sales revenue by assigned account classes and GL Codes.Note that account classes and GL Codes are part of shop setup.